• CRM Overview

• SharePoint Overview

• The Big Picture

• CRM & SharePoint Integrations• OOB

• Custom

Sales and Marketing

Customer Service

Project Services

Field Services

• Sales Performance

• Actionable Insights• Relationship Health• Customer engagement

• Goals and Gamification

• Account based marketing

• Reporting and Analytics

• Self Service

• Customer information in one place

• Key Service Metrics

• Personalize interactions

• Project Planning

• Resource Scheduling

• Time and Expenses

• Service Analytics

• Organize people and equipment

• Schedule Board

• Match skill sets to work order

• Geographic availability

• Contract management

• Inventory management

• Technician productivity (mobile)

Sales and MarketingStatement of Work, Sales Quote, Assessment

Customer ServiceOrders/Invoices, Legal documents, Incident reports

ProjectsScope documents, Requirements documents, Design Documents

Document Management

Sharing and Collaboration

Security and Permissions

Process Automation

• Always access the correct document the first time

• Revert back to old versions if needed

• Share internally or externally

• Easy to manage permissions settings

• Versioning

• Consolidate feedback

• Easy to manage

• Multiple levels of permissions

• Control user access

• Permissions Inheritance

• External and Mobile Access

• No VPN Required to access files

• Use any device to view or edit documents

• Syncing and Offline Access with OneDrive

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• Out of the Box Integration

• Enterprise Search

• Access by External Users, distributed control of teams and invites

• SharePoint is included with O365 licensing

• SharePoint storage is less expensive than CRM storage

• CRM license required to access content in CRM

• CRM holds the business process

• SharePoint holds the documents

• CRM is the librarian and SharePoint is the library

• Out of the box integration

• Custom integration

• Closed loop process

Most customers want custom integrations

An Opportunity may have multiple quotes

Create a folder for each quote

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